HIMX Himax Technologies, Inc.

$HIMX Samsung news is massive. Validates the evolution, validates the importance. Taiwan would defend a potential Samsung acquisition via regulatory roadblocks, or an equity investment from a major Taiwanese partner(s), easy to speculate too. That is not off the table and could play out, but probably not option 1 at the moment. Best case, and most probable, Samsung and Wu are working a supplier deal. They are exclusive gen 1 and 2, so currently the proven game in town. If they want to compete on timeline and quality, they need an agreement with Himx. This would be massive and return the stock to $20-25 almost immediately as all the speculation becomes validated and of course eps then is without question going to surge. Alibaba news completely ignored due to macro, and if the Apple partnership becomes uncovered say goodbye sub 20.

$HIMX earnings estimates ignore the bonuses pay out this quarter. without them, would be 7-11% q over q, and .16-.14, from previous q .11. that is very healthy, and the drop below 200 day two days ago, points to return to 12.59 with the wise eye news, and then possibly higher...I think it's a steal here, over 50% down from the 52 week...just an opinion as always....

$HIMX wtf. Even with reduced demand there should be a supply shortage. It would great to hear about firm contract commitments.

$HIMX Today won't be pretty but could open the door for himx to increase against the soxx esp if good earnings call is expected. Good break outs are usually preceded by a move up in relative strength.

$HIMX HIMX Pre-Earnings Price Action Comparison The current price action is incredibly similar to the setup leading into its Q2 2026 earnings report: The Retrenchment Phase: Prior to the Q2 earnings release, HIMX consolidated around $13.40–$13.60 before rallying sharply past $25.00 over the next 4–5 weeks on solid top-line beat and double-digit QoQ guidance. Pre-Q3 Compression: Following that high-beta expansion, HIMX experienced standard post-peak profit-taking, pulling back to compress near local support floors ($11.50–$13.50 range) right ahead of its scheduled Q3 2026 earnings report on November 5, 2026. The Structural Setup: In both instances, the stock underwent an 8–10 week period of low-volume consolidation and margin digestion before entering earnings week—setting up the potential for another high-beta expansion cycle!

$HIMX I’ve posted these several times from Seeking Alpha showing both the positive seasonality for HIMX share price but also the 31% 2028 revenue growth and $2.45/share 2028 EPS since Yahoo Finance is not yet showing 2028.

$HIMX Microsoft’s decision to offer buyouts to up to 60,000 employees as part of its AI transition serves as a strong macro catalyst for HIMX. Substituting human overhead with enterprise-wide AI agents requires hyperscalers to drastically expand data center infrastructure, accelerating the shift toward ultra-low-power CPO and silicon photonics where Himax’s WLO technology holds valuable architectural IP. While hyperscaler enterprise AI adoption accelerates, Himax’s core revenue remains anchored in cash-generative automotive displays (~80%+ core), ensuring that broad tech infrastructure growth provides multi-year valuation upside without exposing the business to datacenter capital expenditure cycles.

$HIMX totally decimated. WTF is going on with this market? It's like an AI self fulfilling bubble burst based on no actual pullback in investment or other fundamental issues.

$HIMX Once more, for the 3rd straight day, we see bullish significant call option trading in HIMX before the trading day is even half over. And, most of the option action is for bullish November out of the money calls. But, the share price struggles to move positive. Why the disconnect? Or perhaps the disconnect is to continue to get lower prices on options and that the option buyers are so bullish about upcoming earnings and guidance that they want the leverage that options provide. Just keep in mind that option traders are not always correct on the direction of prices; but it is good to see bullish option trades. Now, once they get their full positions established, they should start to push the share price higher and make those option trades profitable.

$HIMX It did not register when I read the nr that alibaba has already started production on the qwen n1 series glasses. Normally these things are slated to start some time in 2525-if man is still alive. Let's get it on!

$HIMX 50 week moving average is 11.73. Will it hold or is it a pit stop back to single digits.

$HIMX Looks like the stock is close or sitting on nearly couple weeks of support where stock stalled on the way to 25. Bottoming here or maybe 12 for the final scare.

$HIMX most shares traded is short volume. Most stock holders staying pat. Market makers and short sellers are supplying liquidity.

$HIMX honestly I don’t even know why I stock pick, it’s the gambler in me. Even when I pick a right one I’m never one when to get off

$HIMX GOOG is down big (8%) after hours and after reporting revenue and earnings which seem to have missed; but somewhat due to other ledger sheet issues like holding in other stocks (SPCX, Waymo, AI, etc.). Probably the biggest negative for those selling GOOG is their Capex investments into AI which they said would continue at higher levels through next year…and that should be good news for the chip stocks and other AI ‘pick and shovel’ stocks. GOOG reported 100% growth in the AI related businesses which is largely why they want to continue to invest in them. MSFT is up big after hours after beating and increasing forward guidance; but that is not preventing the overall NASDAQ pre-market average to decline. These are from Seeking Alpha reports on GOOG:

$HIMX Key Comparisons to Lumentum: • Layer in the Stack: Lumentum provides the light generation/laser engine (the optical power source), whereas Himax provides the micro-optic routing and physical interface/lens hardware that guides and transforms the light beams into optical fibers. • Integration Dependency: Lumentum’s lasers feed external or co-packaged optical systems directly, while Himax’s WLO and FAU components physically bolt onto or align with platforms like TSMC's COUPE CPO architecture. • Market Position: Lumentum operates as a dominant, high-growth primary optical/laser heavyweight in DC interconnects, whereas Himax is a specialized upstream semiconductor/optics supplier expanding from display-driver roots into high-margin AI CPO packaging components.

$HIMX happy Monday. I bought small today. Vol ok. This week opex by Msft and googl will let us know how big the demand is for 2027. Newer tech after gen3 is too far. Until earnings gives us new info we need positive momentum and then wu's gonna shine? Buy small and buy often. Glta

$HIMX Are we going to get wash out? Rising inflation,rising rates, high energy prices other than that it's agreat day.

$HIMX how does everyone feel about last two days? Did u guys pick some? Got to it the window I expected. Most buys around 12.50 but got some in 11. How about now retest and then go up with nice vol. Will that be in about two weeks? W earnings. Money seems to be watching himax closely. I really can't wait to see what earnings does. In the mean time it goes up and down based on macro earnings.

$HIMX a double bottom? Ultimately this needs to go break 16 if it's going to establish an uptrend. Still a mess at this stage. Can HIMX bring a positive surprise during their ER finally?